• Features
  • Integrations
  • Pricing
  • Help
Sign in Sign up EN
  • Features
  • Integrations
  • Pricing
  • Help
Sign in Sign up EN

Choose your language

English Polski
Home / Customers / Customers – List of customers

Customers – List of customers

Less than a minute 0
customers-list

List of customers

The list of customers is where you can manage all the customers that you have in Calendesk. This table shows some quick information about your users:

  • Id number,
  • first name,
  • last name,
  • email address,
  • contact number,
  • information on the possibility of receiving push notifications,
  • the date of the next visit,
  • GPRD fields (only if you set and use them with subscriptions),
  • date of account creation.

The “Search”, “Filter” and “Groups” inputs allow you to search the entire list easily to find the right customers.

Customer management

You can select some or all of the customers using a check box on the left side. After selecting records, at the bottom of the table, you will find an additional menu. The menu has several handy actions, such as:

customers-manage

  • Send a message to customers.
  • Assign customers to groups.
  • Block customers (blocked customer can’t log in to your website or mobile app and make a booking)
  • Unblock customers.
  • Delete customers.
  • Download the list of customers in the following extensions:
    • Microsoft Excel
    • vCard
    • Open Office
    • Libre Office,
    • CSV,
    • HTML,

In the “Send Message” column, there is a button that will allow you to send a message to the customer selected from the list.

The “Add a customer” button will allow you to add a new customer to your platform, but you can read about it in the article “Customers – Add a customer“.

Customer details

Clicking on a record with the customer will move you to the customer profile. Here, you can view this customer’s bookings and payments as well as you will be able to add new bookings for the selected customer. You can also assign the customer to some groups. You can learn more about groups in the article “Settings – Labels, groups, resources“.

Customer details

Customer - additional menu

Customers

Related Articles

  • How to manually create customer subscriptions or one-time fee packages?
  • How can your customers manage their bookings?
  • Customers – Profile
  • Customers – Add a customer

Categories

  • 3Add-ons
  • 7Customers
  • 2Employees
  • 2General
  • 8Integrations
  • 11Online booking system
  • 3Profile
  • 6Services
  • 5Settings
  • 1Store
  • 2Subscriptions
  • 1Upsells
  • 9Website

Most viewed

  • Customers – Newsletter 8484
  • A quick overview of all features 2287
  • Customers – Profile 1794
  • Dashboard – Quick configuration and statistics about your company 1769
  • Add-ons – Files – upload, edit and use your pictures 1657
© 2023 MPR Sp. z o.o.

  • Features
  • Integrations
  • Pricing
  • Help
  • Blog
  • Contact
  • Terms and Conditions
  • Privacy Policy